See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,268 | $176,056-54.4% | $159,436-49.7% | $167,490-52.1% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | -9.07% | 331.75%-340.8pp | 263.57%-272.6pp | 478.56%-487.6pp |
| Employer contribution / active EE | $1,441 | $5,297-72.8% | $4,829-70.2% | $4,837-70.2% |
| Participant deferral / active EE | $4,690 | $7,750-39.5% | $7,352-36.2% | $6,341-26.0% |
| Admin fee / account holder | $2 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |